See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,170 | $60,349-0.3% | $74,183-18.9% | $62,891-4.3% |
| Participation rate | 68.3% | 72.7%-4.4pp | 76.6%-8.3pp | 69.3%-1.0pp |
| Annual return | 0.85% | 21.37%-20.5pp | 17.74%-16.9pp | 20.14%-19.3pp |
| Employer contribution / active EE | $4,556 | $1,680+171.2% | $2,370+92.2% | $2,281+99.7% |
| Participant deferral / active EE | $1,093 | $2,856-61.7% | $3,550-69.2% | $3,203-65.9% |
| Admin fee / account holder | $3,456 | $4,261-18.9% | $5,586-38.1% | $4,296-19.5% |